See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,657 | $109,817+103.7% | $98,442+127.2% | $167,490+33.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.17% | 1956.69%-1941.5pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,001 | $3,224+24.1% | $2,960+35.2% | $4,837-17.3% |
| Participant deferral / active EE | $15,330 | $4,673+228.0% | $4,276+258.5% | $6,341+141.7% |
| Admin fee / account holder | $1,067 | $6,753-84.2% | $5,949-82.1% | $12,309-91.3% |